Invoice Template

🟩 1️⃣ BASIC VERSION

A clean, professional, international invoice template ready for Google Sheets.

Tabs included:

• Invoice
• Quote
• PreviousNumbers
• Settings
• Help

Core Features:

1. Automatic document numbering (based on PreviousNumbers)
2. Subtotal, tax, and total formulas
3. Issue date / Due date (or “Quote date” / “Valid until”)
4. Tax dropdown from Settings!C2:C20
5. Currency code field (Currency (ISO 4217))
6. Clean table layout with headers, borders, and clear structure
7. Identical structure for Invoice and Quote
8. Footer section (Payment terms / Notes)
9. Fully in English, internationally compliant
10. Simple Help tab with basic instructions

👉 Purpose: A solid, universal invoice foundation — ready to use anywhere.
No automation, no scripts, just a reliable calculation sheet.

🟨 2️⃣ ADVANCED VERSION

A “smart” version — introducing automation, visual feedback, and Google Sheets integration.

Added Features Compared to Basic:

🔹 Layout & User Experience

1. Payment Status field with automatic color-coding (Open, Paid, Overdue, Partial)
2. Due date warning ("Due date passed" message)
3. Unique Document ID (ID-YYYYMMDD-###)
4. SEPA IBAN QR (EU payments via EPC-compliant QR code)
5. Currency conversion (FX) using GOOGLEFINANCE
   • Base → Display currency
   • Live FX rate shown
6. Late fee (auto percentage if overdue)
7. Regional tax profiles (EU / US / CA)
   • Auto-adjust column header: “VAT (%)”, “Sales Tax (%)”, or “GST/HST (%)”

🔹 Automation (Apps Script)

8. Export to PDF via a custom menu “Invoice Tools”
9. Email invoice as PDF to client (MailApp integration)
10. Quote → Invoice conversion (copies all data, resets date/status)
11. Auto Tax Label update (based on regional profile)

🔹 Data & Reporting

12. Archive tab: logs each document’s details (type, client, total, status, date)
13. Customers tab: auto-calculates revenue, last invoice date, open/overdue counts
14. VAT/GST Report tab: monthly taxable totals and tax amounts
15. Dashboard tab: financial KPIs (revenue, open/paid/overdue counts, last 12 months)

👉 Purpose: A fully functional smart Google Sheets invoicing system
— menu-driven, automatable, and designed for small businesses or freelancers.

🟥 3️⃣ EXPERT VERSION

The “enterprise-grade” sheet — a complete internal finance & reporting tool.

Includes everything from Basic + Advanced, plus:

🔹 Document Management & Archiving

1. Full archiving system with timestamp, status, currencies, and totals
2. Auto PDF and email saving to Google Drive folder (Invoices_PDF)
3. Version tracking: every invoice/quote can be snapshot-archived
4. Customers and VAT reports auto-update from Archive data

🔹 Reporting & Analytics

5. Finance Dashboard:
   • Total revenue (display currency)
   • Open / Overdue / Paid counts
   • Last 12 months revenue summary
6. Customers sheet: dynamically updated via script
7. VAT/GST Report: auto-filled with monthly data
8. Archive sheet: serves as the central data source

🔹 Automation & Smart Logic

9. Dynamic tax labeling (VAT / Sales Tax / GST)
10. Auto-email sending (pre-filled message with attached PDF)
11. Unique document IDs + sequential numbering
12. Dynamic FX conversion (Base → Display currency)
13. Late fee automation (triggered by due date)
14. One-click Quote → Invoice conversion
15. Apps Script Menu: “Invoice Tools”
    • Export current sheet to PDF
    • Email current sheet as PDF
    • Archive current document
    • Convert QUOTE → INVOICE
    • Apply regional tax label

🔹 Bonus / Under the Hood

16. Regional settings (EU, US, CA) with independent tax lists
17. Configurable late-fee rate in Settings!B11
18. Automated Customer + VAT updates after archiving
19. Overdue status auto-updates on open
20. Fully modular, readable Apps Script architecture

👉 Purpose: A complete invoice and reporting environment within Google Sheets —
functioning as a lightweight ERP / accounting dashboard for freelancers or SMEs.